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now
 Post subject: Re: What a Banquet!
PostPosted: 10/5/17 11:58 
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嗯， 银行又大涨了。C, 6/28, $65, now $75. next year $100.

now wrote:
Cash cows are coming, a lot of buyback, just for 2017-2018. In this pace, 2018-2019?
C的MOMO强度：几周内到$75？
现在我们可以理解银行去年大MOMO怎么回事。它们知道自己赚大钱好日子来了不管能不能望到头。

Citi doubles dividend, bank shares jump after industry passes Fed stress tests
http://www.cnbc.com/2017/06/28/citi-dou ... tests.html
http://www.cnbc.com/2017/06/28/jpmorgan ... risis.html

Buffett成了各个行业的金融刮头。

Buffett's Berkshire on verge of becoming BofA's top shareholder
https://www.yahoo.com/finance/news/buff ... 59734.html


 
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now
 Post subject: Re: What a Banquet!
PostPosted: 10/9/17 11:55 
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CS的分析跟我的一致吗。尽管我只是用比较简单的TA/FA加点感觉。

https://www.cnbc.com/2017/10/09/bank-tr ... nefit.html


now wrote:
他自己在比较高的价位重仓了WFC就认为WFC最好。但从别人的角度可以说BAC/C最好，其次JPM/MS，其次GS。然后就不会费钱去买WFC了。

BAC的市值超过WFC，既是危机也是机遇
发信站: BBS 未名空间站 (Wed Sep 27 21:53:24 2017, 美东)
危机：个别股价泡沫导致整个行业回调
机遇：相对价值洼地越加明显，风险有限


 
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now
 Post subject: Re: What a Banquet!
PostPosted: 10/12/17 19:14 
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开始银行股ER基本表现不会好，这个我说过了，大约2年前就是这样说。因此我没有JPM，MS，GS。BAC和C把它们卖了交税之后还得买回有什么必要呢？今天下午加了MS，明天也行。不管怎样，BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。
 
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now
 Post subject: Re: What a Banquet!
PostPosted: 10/13/17 19:29 
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大牛市，短期跌5%都烦人，因为容易找到涨得快的股票。

发信人:xxxx, 信区: Stock

标 题: 说说我为什么不怕WFC跌到20刀
发信站: BBS 未名空间站 (Fri Oct 13 )
1.帐户里没有上马金,
2.股票上的钱都是20年内不会用的死钱
3.16000股WFC的红利足够我在法拉盛租个地下室并衣食无忧,外加每周三次全套
4.真要跌到20, 那就是百年不遇的发财机会
好股票很多, 能做到跌可攻涨可守的股票不超过5个,而且要求人股合一


now wrote:
他自己在比较高的价位重仓了WFC就认为WFC最好。但从别人的角度可以说BAC/C最好，其次JPM/MS，其次GS。然后就不会费钱去买WFC了。

BAC的市值超过WFC，既是危机也是机遇
发信站: BBS 未名空间站 (Wed Sep 27 21:53:24 2017, 美东)
危机：个别股价泡沫导致整个行业回调
机遇：相对价值洼地越加明显，风险有限


 
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now
 Post subject: Re: What a Banquet!
PostPosted: 10/16/17 14:12 
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现在坏人很AGRESSIVE啊，迫不及待BTFD。以前通常是MS，GS 都ER完了，JPM才涨一涨。C倒也没有什么，ER好就是好了，SG调降，过几天就忘了。


now wrote:
开始银行股ER基本表现不会好，这个我说过了，大约2年前就是这样说。因此我没有JPM，MS，GS。BAC和C把它们卖了交税之后还得买回有什么必要呢？今天下午加了MS，明天也行。不管怎样，BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。


 
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Peter1688
 Post subject: Re: What a Banquet!
PostPosted: 10/16/17 14:15 
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$JPM new high again
 
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now
 Post subject: Re: What a Banquet!
PostPosted: 10/17/17 10:00 
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我的大数据感还可以啊。以前基本上也是就MS ER当天能涨点。今天可以买点GS了。昨天加点C, BTFD，那个倒锤子在底部通常就是底部, that's my TA。


now wrote:
开始银行股ER基本表现不会好，这个我说过了，大约2年前就是这样说。因此我没有JPM，MS，GS。BAC和C把它们卖了交税之后还得买回有什么必要呢？今天下午加了MS，明天也行。不管怎样，BTFD适合这些股票。它们的EARNING好是真的。未来模糊苍茫光明都是股市本色。


 
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now
 Post subject: Re: What a Banquet!
PostPosted: 10/18/17 12:09 
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MM在几大银行的炒作习惯让我摸得比较透啊。
 
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now
 Post subject: Re: What a Banquet!
PostPosted: 1/4/18 10:51 
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今天金融好，加点。假设C的横盘要结束了。
 
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now
 Post subject: Re: What a Banquet!
PostPosted: 1/10/18 12:38 
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now wrote:
今天金融好，加点。假设C的横盘要结束了。

很好，证明时机接近最优。媒体和分析师们总说利率涨对银行多么好，很难证明，除非鸭子在银行存款太多然后银行用来放高利贷。这几天利率大涨连BOND KING 棍得辣可都急了。
但是要ER了，这几天金融向上但不是很硬。
 
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now
 Post subject: Re: What a Banquet!
PostPosted: 1/12/18 10:53 
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很牛。JPM ER通常跌，现在涨。
 
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now
 Post subject: Re: What a Banquet!
PostPosted: 1/12/18 17:03 
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now wrote:
很牛。JPM ER通常跌，现在涨。

最后收盘前这些银行股吹得更牛。
 
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now
 Post subject: Re: What a Banquet!
PostPosted: 1/22/18 11:02 
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这个CALL还是很优秀的，尽管具体执行有些欠缺。But the good thing is the momo can last for a while.


now wrote:
今天金融好，加点。假设C的横盘要结束了。


 
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now
 Post subject: Re: What a Banquet!
PostPosted: 1/25/18 12:00 
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沧海横流，方显流氓本色。

Image
 
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 Post subject: Re: What a Banquet!
PostPosted: 1/31/18 21:31 
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这些东西的盈利很好。但也是长牛慢涨乱震的走势。所以最近减了，有的主动，有的被动。
他日我再来。
 
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